Rothschild Wealth is an independent registered investment advisor offering portfolio management, financial planning, and retirement consulting services. Rothschild Wealth helps individuals, high-net-worth clients, corporate executives, and institutions manage their wealth. The firm builds customized investment portfolios using asset allocation strategies that account for each client's specific goals, time horizon, and risk tolerance. In addition to managing investments directly, Rothschild Wealth offers financial planning covering retirement projections, cash flow analysis, insurance needs, and business exit planning. The firm also assists retirement plan sponsors with investment selection and monitoring.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.15% |
| $1.0M - $3.0M | 1.05% |
| $3.0M - $5.0M | 0.95% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.85% |
Fees for assets over $10,000,000 are negotiable. Sub-adviser fees may be in addition to Rothschild Wealth's fee.